See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,097 | $65,365+92.9% | $92,893+35.7% | $72,985+72.8% |
| Participation rate | 30.0% | 68.3%-38.3pp | 76.0%-46.0pp | 69.5%-39.5pp |
| Annual return | 31.19% | 42.10%-10.9pp | 109.41%-78.2pp | 81.00%-49.8pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,026 | $3,128+60.7% | $4,236+18.6% | $3,607+39.3% |
| Admin fee / account holder | -$141 | $4,251-103.3% | $5,794-102.4% | $5,124-102.8% |